Purchases and Sales Made in Q1 2025 in Ishares Core S&P 500 ETF (IVV)
This table provides information about the institutional ownership of Ishares Core S&P 500 ETF (IVV) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P 500 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
39+ 1.72% |
$21.6K - $24K
|
2.31K
$1.57M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
39+ 3.77% |
$21.6K - $24K
|
1.07K
$729K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
38+ 21.47% |
$21.1K - $23.4K
|
215
$146K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
38+ 0.6% |
$21.1K - $23.4K
|
6.35K
$4.31M
|
|
|
May 01, 2025
Q1 2025
|
Weatherly Asset Management L. P.
|
BUY
|
- |
38+ 1.03% |
$21.1K - $23.4K
|
3.74K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
38+ 11.41% |
$21.1K - $23.4K
|
371
$252K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
37+ 0.22% |
$20.5K - $22.8K
|
17.2K
$11.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
37+ 2.27% |
$20.5K - $22.8K
|
1.67K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
BUY
|
- |
37+ 0.26% |
$20.5K - $22.8K
|
14.3K
$9.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
BUY
|
- |
36+ 9.73% |
$19.9K - $22.2K
|
406
$276K
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
36+ 4.69% |
$19.9K - $22.2K
|
804
$546K
|
|
|
Nov 04, 2025
Q1 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
35+ 4.44% |
$19.4K - $21.6K
|
824
$559K
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
35+ 1.56% |
$19.4K - $21.6K
|
2.28K
$1.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
35+ 1.28% |
$19.4K - $21.6K
|
2.77K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Oak Harvest Investment Services
|
BUY
|
- |
35+ 1.58% |
$19.4K - $21.6K
|
2.25K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
35+ 10.94% |
$19.4K - $21.6K
|
355
$241K
|
|
|
Jun 27, 2025
Q1 2025
|
Advice One Advisory Services, LLC
Glastonbury, CT |
BUY
|
- |
35+ 3.89% |
$19.4K - $21.6K
|
934
$634K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
32+ 0.7% |
$17.7K - $19.7K
|
4.61K
$3.13M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
32+ 5.75% |
$17.7K - $19.7K
|
589
$400K
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
31+ 0.98% |
$17.2K - $19.1K
|
3.2K
$2.17M
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
31+ 2.79% |
$17.2K - $19.1K
|
1.14K
$775K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
30+ 0.42% |
$16.6K - $18.5K
|
7.11K
$4.82M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
30+ 0.77% |
$16.6K - $18.5K
|
3.95K
$2.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
30+ 6.9% |
$16.6K - $18.5K
|
465
$316K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
30+ 0.54% |
$16.6K - $18.5K
|
5.59K
$3.79M
|
|
|
May 12, 2025
Q1 2025
|
Darrow Company, Inc.
|
BUY
|
- |
30+ 0.64% |
$16.6K - $18.5K
|
4.75K
$3.22M
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
30+ 3.13% |
$16.6K - $18.5K
|
987
$670K
|
|
|
Jun 23, 2025
Q1 2025
|
Rainier Family Wealth Inc
Tacoma, WA |
BUY
|
- |
30+ 7.83% |
$16.6K - $18.5K
|
413
$280K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
29+ 0.59% |
$16.1K - $17.9K
|
4.96K
$3.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
29+ 8.24% |
$16.1K - $17.9K
|
381
$259K
|
|
|
Apr 25, 2025
Q1 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
29+ 4.11% |
$16.1K - $17.9K
|
734
$498K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
29+ 1.15% |
$16.1K - $17.9K
|
2.56K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
29+ 2.48% |
$16.1K - $17.9K
|
1.2K
$813K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
29+ 0.26% |
$16.1K - $17.9K
|
11K
$7.47M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
29+ 0.17% |
$16.1K - $17.9K
|
17.3K
$11.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
28+ 1.57% |
$15.5K - $17.2K
|
1.81K
$1.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
28+ 1.88% |
$15.5K - $17.2K
|
1.52K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
28+ 8.02% |
$15.5K - $17.2K
|
377
$256K
|
|
|
May 15, 2025
Q1 2025
|
Nepc LLC
Boston, MA |
BUY
|
- |
28+ 0.18% |
$15.5K - $17.2K
|
15.2K
$10.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
27+ 51.92% |
$15K - $16.6K
|
79
$53.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
BUY
|
- |
27+ 0.61% |
$15K - $16.6K
|
4.46K
$3.03M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
27+ 19.42% |
$15K - $16.6K
|
166
$113K
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
26+ 2.32% |
$14.4K - $16K
|
1.15K
$780K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
26+ 1.76% |
$14.4K - $16K
|
1.5K
$1.02M
|
|
|
Apr 30, 2025
Q1 2025
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
26+ 2.96% |
$14.4K - $16K
|
904
$614K
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
26+ 1.87% |
$14.4K - $16K
|
1.42K
$963K
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
26+ 1.49% |
$14.4K - $16K
|
1.78K
$1.21M
|
|
|
May 14, 2025
Q1 2025
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
26+ 2.95% |
$14.4K - $16K
|
908
$616K
|
|
|
Apr 09, 2025
Q1 2025
|
Baxter Bros Inc
|
BUY
|
- |
25+ 3.37% |
$13.9K - $15.4K
|
766
$520K
|
|
|
Apr 17, 2025
Q1 2025
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
25+ 5.84% |
$13.9K - $15.4K
|
453
$308K
|